MADDEN ADVISORY SERVICES, INC.

Filed: 5/6/2025ACC: 0001172661-25-001580

📋 What this filing means

MADDEN ADVISORY SERVICES, INC. filed this quarterly 13F‑HR report disclosing 101 equity positions with a total reported market value of $214.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

101

Positions

$214.57M

Total AUM (reported)

3.93M

Total Shares

Allocation by class

US BRD MKT ETF$16.76M7.8%

S&P 500 ETF SHS$15.82M7.4%

VALUE ETF$12.77M6.0%

INF TECH ETF$12.31M5.7%

COM$7.85M3.7%

IBONDS DEC25 ETF$7.72M3.6%

MSCI EAFE ETF$7.26M3.4%

Portfolio Concentration

Top 3$45.35M21.1%

4–10$51.01M23.8%

11–25$57.17M26.6%

Rest$61.03M28.4%

Top 3 weight

21.1%

Top 10 weight

44.9%

Voting Authority Distribution

Total shares with voting rights: 3.93M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.93M

% of voting shares100.0%

Investment Discretion (by position count)

Sole101

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings101

Rows:

SCHWAB STRATEGIC TR

SOLE

US BRD MKT ETF

Shares778.55K

TypeSH

Market value$16.76M

7.81%

Sole

0.00

Shared

0.00

None

778.55K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares30.79K

TypeSH

Market value$15.82M

7.37%

Sole

0.00

Shared

0.00

None

30.79K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares73.92K

TypeSH

Market value$12.77M

5.95%

Sole

0.00

Shared

0.00

None

73.92K

VANGUARD WORLD FD

SOLE

INF TECH ETF

Shares22.69K

TypeSH

Market value$12.31M

5.74%

Sole

0.00

Shared

0.00

None

22.69K

ISHARES TR

SOLE

IBONDS DEC25 ETF

Shares306.88K

TypeSH

Market value$7.72M

3.60%

Sole

0.00

Shared

0.00

None

306.88K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares88.88K

TypeSH

Market value$7.26M

3.39%

Sole

0.00

Shared

0.00

None

88.88K

SCHWAB STRATEGIC TR

SOLE

US LRG CAP ETF

Shares278.94K

TypeSH

Market value$6.16M

2.87%

Sole

0.00

Shared

0.00

None

278.94K

VANGUARD WORLD FD

SOLE

HEALTH CAR ETF

Shares22.51K

TypeSH

Market value$5.96M

2.78%

Sole

0.00

Shared

0.00

None

22.51K

VANGUARD WORLD FD

SOLE

CONSUM STP ETF

Shares26.99K

TypeSH

Market value$5.91M

2.75%

Sole

0.00

Shared

0.00

None

26.99K

ISHARES GOLD TR

SOLE

ISHARES NEW

Shares96.54K

TypeSH

Market value$5.69M

2.65%

Sole

0.00

Shared

0.00

None

96.54K

ISHARES TR

SOLE

IBONDS DEC2026

Shares226.14K

TypeSH

Market value$5.47M

2.55%

Sole

0.00

Shared

0.00

None

226.14K

MICROSOFT CORP

SOLE

COM

Shares14.20K

TypeSH

Market value$5.33M

2.48%

Sole

0.00

Shared

0.00

None

14.20K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares75.78K

TypeSH

Market value$4.71M

2.19%

Sole

0.00

Shared

0.00

None

75.78K

ISHARES TR

SOLE

0-5YR HI YL CP

Shares104.10K

TypeSH

Market value$4.43M

2.06%

Sole

0.00

Shared

0.00

None

104.10K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares7.43K

TypeSH

Market value$4.16M

1.94%

Sole

0.00

Shared

0.00

None

7.43K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares21.25K

TypeSH

Market value$4.12M

1.92%

Sole

0.00

Shared

0.00

None

21.25K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares161.85K

TypeSH

Market value$4.05M

1.89%

Sole

0.00

Shared

0.00

None

161.85K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares152.92K

TypeSH

Market value$4.01M

1.87%

Sole

0.00

Shared

0.00

None

152.92K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares112.93K

TypeSH

Market value$3.16M

1.47%

Sole

0.00

Shared

0.00

None

112.93K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares11.36K

TypeSH

Market value$3.12M

1.46%

Sole

0.00

Shared

0.00

None

11.36K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares29.75K

TypeSH

Market value$3.11M

1.45%

Sole

0.00

Shared

0.00

None

29.75K

ISHARES TR

SOLE

0-5 YR TIPS ETF

Shares29.74K

TypeSH

Market value$3.08M

1.43%

Sole

0.00

Shared

0.00

None

29.74K

SCHWAB STRATEGIC TR

SOLE

5 10YR CORP BD

Shares127.82K

TypeSH

Market value$2.87M

1.34%

Sole

0.00

Shared

0.00

None

127.82K

VANECK ETF TRUST

SOLE

IG FLOATING RATE

Shares110.01K

TypeSH

Market value$2.81M

1.31%

Sole

0.00

Shared

0.00

None

110.01K

ISHARES TR

SOLE

U.S. MED DVC ETF

Shares45.55K

TypeSH

Market value$2.74M

1.28%

Sole

0.00

Shared

0.00

None

45.55K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SCHWAB STRATEGIC TRSOLE	US BRD MKT ETF	778.55K	SH	$16.76M 7.81%	778.55K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	30.79K	SH	$15.82M 7.37%	30.79K
VANGUARD INDEX FDSSOLE	VALUE ETF	73.92K	SH	$12.77M 5.95%	73.92K
VANGUARD WORLD FDSOLE	INF TECH ETF	22.69K	SH	$12.31M 5.74%	22.69K
ISHARES TRSOLE	IBONDS DEC25 ETF	306.88K	SH	$7.72M 3.60%	306.88K
ISHARES TRSOLE	MSCI EAFE ETF	88.88K	SH	$7.26M 3.39%	88.88K
SCHWAB STRATEGIC TRSOLE	US LRG CAP ETF	278.94K	SH	$6.16M 2.87%	278.94K
VANGUARD WORLD FDSOLE	HEALTH CAR ETF	22.51K	SH	$5.96M 2.78%	22.51K
VANGUARD WORLD FDSOLE	CONSUM STP ETF	26.99K	SH	$5.91M 2.75%	26.99K
ISHARES GOLD TRSOLE	ISHARES NEW	96.54K	SH	$5.69M 2.65%	96.54K
ISHARES TRSOLE	IBONDS DEC2026	226.14K	SH	$5.47M 2.55%	226.14K
MICROSOFT CORPSOLE	COM	14.20K	SH	$5.33M 2.48%	14.20K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	75.78K	SH	$4.71M 2.19%	75.78K
ISHARES TRSOLE	0-5YR HI YL CP	104.10K	SH	$4.43M 2.06%	104.10K
SPDR S&P 500 ETF TRSOLE	TR UNIT	7.43K	SH	$4.16M 1.94%	7.43K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	21.25K	SH	$4.12M 1.92%	21.25K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	161.85K	SH	$4.05M 1.89%	161.85K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	152.92K	SH	$4.01M 1.87%	152.92K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	112.93K	SH	$3.16M 1.47%	112.93K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	11.36K	SH	$3.12M 1.46%	11.36K
ISHARES TRSOLE	CORE S&P SCP ETF	29.75K	SH	$3.11M 1.45%	29.75K
ISHARES TRSOLE	0-5 YR TIPS ETF	29.74K	SH	$3.08M 1.43%	29.74K
SCHWAB STRATEGIC TRSOLE	5 10YR CORP BD	127.82K	SH	$2.87M 1.34%	127.82K
VANECK ETF TRUSTSOLE	IG FLOATING RATE	110.01K	SH	$2.81M 1.31%	110.01K
ISHARES TRSOLE	U.S. MED DVC ETF	45.55K	SH	$2.74M 1.28%	45.55K

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